Need help with Invoicing Payments? Here are some tips to ensure you get paid faster!
What is Invoicing Payments:
The Invoicing Payments functionality has been enhanced to allow you the freedom and flexibility to choose from additional payment providers. e-Invoicing will support the current Click to Pay option by Paya, formerly known as Sage Payment Solutions (SPS).
Here are the high-level benefits of Invoicing Payments:
- Allows you to accept online credit card payments from your customers.
- Allows you to get paid faster.
- Simplifies the Account Receivable process and provides additional options for you to receive payment from your customers. PayPal will launch soon after the launch of 2018.2.
Terminology
Here are some basic terms for e-Invoicing.
|
Term |
Description |
|
Onboarding Wizard Shared Components (Internal) |
l Allows you to connect e-Invoicing to a Payment Service Provider. l Allows Sage 50 to securely connect with the Sage Payment Cloud and downloads credit card receipts into the product. |
|
Sage Payment Cloud |
l This is the layer between the Onboarding Wizard (Shared Components) and the Payment Service Provider. l Responsible for calling the Payment Service Provider API. l Manages the Payment Service Providers for e-Invoicing by Sage. l Paya does not use the Sage Payment Cloud. |
|
Payment Service Provider |
l Allows you to process e-Invoices within the software. l Currently, Stripe and Paya are the two Payment Service Providers Sage offers. |
Connect Invoicing Payments by Sage
When you initially connect e-Invoicing by Sage, you will need to complete the onboarding wizard. The onboarding wizard is an application that allows you to connect to the Sage Payment Cloud in a secure manner and download credit card receipts and associated fees into the product. Important: You must activate the Sage 50 before using Invoicing Payments by Sage.
Here are the steps to connect Stripe e-Invoicing by Sage:
- Click the Accept online payments from your customer link from one of the access points.
- Click the Use e-Invoicing by Sage button under Stripe
- Enter and confirm the email address on the Welcome page.
- You must enter a valid email address.
- The email address must match in both the Email and Confirm email
- This email address is extremely important for manual security token refresh.
- Once you proceed past this step, you cannot go back to change the email address.
- Click the checkbox I’m not a robot to launch the security requirements.
- Click the appropriate images on the window.
- Click Finish on the Security check window.
- Choose your Payment Service Provider.
- Click the Learn More button to select your Payment Service Provider from the dashboard.
- Click the Connect button.
- If you select the X on the window, it will close the wizard
- Confirm your email address.
- Click the Create Account button
- Review the details on the Welcome to Stripe message.
- Click the Close this window link to continue.
- This step generates a Welcome email to activate your Stripe account.
You will have 7-days to complete the Stripe account setup. You can start using the service immediately after you complete the onboarding wizard. However, if you do not complete the account setup within the 7-day time frame, Stripe will refund all paid invoices. The refunds will not automatically download into the program
NOTE: If you are using Sage Bank Feeds, the Email field will automatically populate with the address used in the Sage Bank Feeds onboarding wizard.
Stay tuned for the PayPal launch coming late March/early April!
